13F Pro

Hedge Funds Similar to WHALEROCK POINT PARTNERS,

13F Portfolio OverlapQ1 2026WHALEROCK POINT PARTNERS, portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

WHALEROCK POINT PARTNERS, LLC is an institutional investor managing $518M across 197 U.S. equity positions as of Q1 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to WHALEROCK POINT PARTNERS, are Kentucky Farm Bureau Mutual Insurance, Providence Advisors,, Cohen Investment Advisors, with shared positions in $UNP, $TJX, $TMO, $LMT, $MCD, $NEE. The full ranking of 25 similar funds is below.

#1Kentucky Farm Bureau Mutual Insurance CoActive
Some overlap · 9 shared positions
$UNP$TJX$TMO$LMT$MCD$NEE
$329M
65 positions
#2Providence Capital Advisors, LLCPassive
Some overlap · 7 shared positions
$BAC$TMO$TJX$PANW$UNP$AEP
$613M
200 positions
#3Cohen Investment Advisors LLCPassive
Some overlap · 6 shared positions
$BAC$TMO$WFC$MCD$NEE$CRM
$210M
79 positions
#4Atlas Wealth LLCPassive
Some overlap · 6 shared positions
$BAC$MCD$LMT$MS$NEE$TMO
$334M
115 positions
#5Valley Brook Capital Group, Inc.Passive
Some overlap · 7 shared positions
$TJX$MCD$UNP$TMO$LMT$NEE
$149M
112 positions
#6S-Bank Fund Management LtdActive
Some overlap · 6 shared positions
$BAC$TMO$WFC$MCD$NEE$CRM
$671M
178 positions
#7EDGAR LOMAX CO/VAActive
Some overlap · 7 shared positions
$BAC$WFC$UNP$LMT$MS$NEE
$1.4B
56 positions
#8Harbour Trust & Investment Management CoActive
Some overlap · 7 shared positions
$TJX$PANW$MCD$NEE$TMO$MDY
$943M
155 positions
#9NORTHEAST INVESTMENT MANAGEMENTActive
Some overlap · 7 shared positions
$TMO$UNP$PANW$MCD$TJX$NEE
$2.4B
189 positions
#10Stokes Capital Advisors, LLCPassive
Some overlap · 6 shared positions
$TJX$MCD$UNP$LMT$MS$NEE
$446M
104 positions
#11Trifecta Capital Advisors, LLCPassive
Some overlap · 7 shared positions
$PANW$TJX$LMT$TMO$MS$CRM
$646M
274 positions
#12Compagnie Lombard Odier SCmAActive
Some overlap · 5 shared positions
$BAC$TMO$PANW$MCD$NEE
$8.1B
454 positions
#13CAPITAL CITY TRUST CO/FLActive
Some overlap · 7 shared positions
$TMO$UNP$LMT$TJX$NEE$MCD
$437M
114 positions
#14Kimelman & Baird, LLCActive
Some overlap · 5 shared positions
$BAC$TJX$UNP$MCD$NEE
$1.2B
263 positions
#15NIXON PEABODY TRUST COActive
Some overlap · 6 shared positions
$TJX$PANW$BAC$MS$NEE$DE
$1.3B
161 positions
#16Xcel Wealth Management, LLCPassive
Some overlap · 5 shared positions
$BAC$PANW$MS$NEE$TJX
$362M
133 positions
#17Brandywine Global Investment Management, LLC
Some overlap · 6 shared positions
$BAC$WFC$MS$LMT$CRM$UNP
$14.9B
601 positions
#18TRED AVON FAMILY WEALTH, LLCPassive
Some overlap · 6 shared positions
$BAC$TMO$NEE$PANW$MCD$TJX
$301M
261 positions
#19Piscataqua Savings BankPassive
Some overlap · 5 shared positions
$BAC$TJX$UNP$MCD$UNH
$142M
416 positions
#20CHAPMAN FINANCIAL GROUP, LLCPassive
Some overlap · 5 shared positions
$BAC$TMO$PANW$MCD$CRM
$140M
265 positions
#21Rayburn West Financial Services LLCPassive
Some overlap · 5 shared positions
$BAC$MCD$LMT$WFC$DE
$170M
82 positions
#22BERKSHIRE ASSET MANAGEMENT LLC/PAPassive
Some overlap · 5 shared positions
$BAC$MCD$LMT$WFC$DE
$2.3B
264 positions
#23RE ADVISERS CORPActive
Some overlap · 5 shared positions
$BAC$TJX$MCD$DE$UNH
$3.7B
111 positions
#24HOWE & RUSLING INCPassive
Some overlap · 6 shared positions
$TJX$MCD$MS$UNP$NEE$BAC
$1.5B
477 positions
#25Greystone Financial Group, LLCPassive
Some overlap · 5 shared positions
$TJX$TMO$MCD$LMT$MS
$353M
78 positions

Compare WHALEROCK POINT PARTNERS,’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View WHALEROCK POINT PARTNERS,’s holdings

Similarity is derived from each fund’s latest 13F-HR filing with the SEC. Funds are ranked by the overlap of distinctive conviction holdings; near-universal mega-cap positions are excluded so the ranking reflects shared strategy, not common index exposure. Data is informational only and not investment advice.